Tamika Rhone signed Hilldrup Companies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hilldrup Companies, Inc.'s EIN is 54-0661748.
Download the official 2024 Form 5500 (PDF) for Hilldrup Companies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hilldrup Companies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $6.9M | 20.0% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $4.0M | 11.7% | |
| T Rowe Price Funds Growth Stk FD Inc | Mutual Funds | — | — | $4.0M | 11.6% | |
| Vanguard Total Inst St Index | Mutual Funds | — | — | $3.0M | 8.7% | |
| Janus Enterprise | Mutual Funds | — | — | $1.6M | 4.8% | |
| Invesco Equity & Income | Mutual Funds | — | — | $1.4M | 4.0% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 3.9% | |
| ALLSPRING ENH STK MKT CIT N SEI TRUST COMPANY · EIN 56-6288528 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.7% | |
| Sei Trust Allspring Core Bond Fund | Other securities | — | — | $1.2M | 3.6% | |
| Causeway/Barrow Hanley Overseas | Pooled Separate Accounts | — | — | $1.1M | 3.2% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $1.1M | 3.2% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $1.1M | 3.1% | |
| Vanguard Inflat-Prot Secs | Mutual Funds | — | — | $1.0M | 3.0% | |
| Victory Integrity S/C Val | Other securities | — | — | $987K | 2.9% | |
| Vanguard RE Index Adm Fund | Mutual Funds | — | — | $983K | 2.9% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $910K | 2.6% | |
| AB Global Bond Z | Other securities | — | — | $774K | 2.3% | |
| Sei Trust Allspring Small Company Growth | Common Stocks | — | — | $527K | 1.5% | |
| JP Morgan Equity Income R6 FD | Other securities | — | — | $480K | 1.4% | |
| maturity of 1-10 years) | Other securities | — | — | $452K | 1.3% | |
| Sei Trust Allspring Mid Cap Value | Other securities | — | — | $434K | 1.3% | |
| Federated Inst High Yield Bond Fund | Other securities | — | — | $364K | 1.1% | |
| Vanguard Emg Mk Stk Idx Adm Fd | Common Collective Trusts | — | — | $226K | 0.7% | |
| Victory Trivalent Instl Sm | Other securities | — | — | $51K | 0.1% | |
| (E) | Other securities | — | — | $51K | 0.1% |